Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $19.5M |
| 2 | Second Half Financial Partners, LLC | $16.0M |
| 3 | Foguth Wealth Management, LLC. | $6.9M |
| 4 | Sherry Group, Inc. | $2.3M |
| 5 | Brookwood Investment Group LLC | $1.8M |
| 6 | Formidable Asset Management, LLC | $1.6M |
| 7 | D.A. DAVIDSON & CO. | $1.2M |
| 8 | PFG Investments, LLC | $750.5K |
| 9 | Onyx Bridge Wealth Group LLC | $749.9K |
| 10 | RFG Advisory, LLC | $413.4K |
| 11 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $313.4K |
| 12 | Redhawk Wealth Advisors, Inc. | $207.8K |
| 13 | Castle Rock Wealth Management, LLC | $207.6K |
| 14 | Significant Wealth Partners LLC | $194.2K |
| 15 | SRH ADVISORS, LLC | $108.8K |
| 16 | Farther Finance Advisors, LLC | $63.9K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $36.2K |
| 18 | Atlantic Edge Private Wealth Management, LLC | $24.0K |
| 19 | Noble Wealth Management PBC | $21.2K |
| 20 | IFP Advisors, Inc | $8.3K |
| 21 | GHP Investment Advisors, Inc. | $978 |
| 22 | First PREMIER Bank | $55 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$6.9M | |
| 2 | +$942.2K | |
| 3 | +$363.6K | |
| 4 | +$328.1K | |
| 5 | +$313.4K | |
| 6 | +$207.6K | |
| 7 | +$188.3K | |
| 8 | +$185.3K | |
| 9 | +$145.1K | |
| 10 | +$65.9K | |
| 11 | +$58.1K | |
| 12 | +$22.8K | |
| 13 | +$6.4K | |
| 14 | +$4.7K | |
| 15 | +$4.3K | |
| 16 | +$1.6K | |
| 17 | +$546 | |
| 18 | +$483 | |
| 19 | +$189 | |
| 20 | +$22 | |
| 21 | +$1 | |
| 22 | -$16 | |
| 23 | -$22.4K |